The Investment Analyst will work with team members to assist with all aspects of managing clients' investment portfolios, including gathering and analyzing portfolio data, evaluating managers and ...
The Investment Analyst will work with team members to assist with all aspects of managing clients' investment portfolios, including gathering and analyzing portfolio data, evaluating managers and ...
Investment Associate
Houston, TX · On-site
Investment Associate Department: ZT Corporate Reports To: Chief Financial Officer FLSA: Exempt Job Summary The Investment Associate will partner closely with the Chief Financial Officer and senior ...
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Investment Associate
Houston, TX · On-site
Investment Associate Department: ZT Corporate Reports To: Chief Financial Officer FLSA: Exempt Job Summary The Investment Associate will partner closely with the Chief Financial Officer and senior ...
Investment Associate
Houston, TX · On-site
Renewa is a leading land and infrastructure investor in the renewable energy industry. We help accelerate the transition to renewable energy by purchasing land, energy leases and royalty income ...
Investment Associate
Houston, TX · On-site
Renewa is a leading land and infrastructure investor in the renewable energy industry. We help accelerate the transition to renewable energy by purchasing land, energy leases and royalty income ...
Investment Analyst
Houston, TX · On-site
The Investment Analyst will work with team members to assist with all aspects of managing clients' investment portfolios, including gathering and analyzing portfolio data, evaluating managers and ...
Investment Analyst
Houston, TX · On-site
The Investment Analyst will work with team members to assist with all aspects of managing clients' investment portfolios, including gathering and analyzing portfolio data, evaluating managers and ...
Investment Consultant - Katy, TX
Katy, TX · On-site
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that ...
Investment Consultant - Katy, TX
Katy, TX · On-site
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that ...
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that ...
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that ...
Investment Analyst
The Woodlands, TX · On-site
Produce periodic presentations and reports for project stakeholders (i.e. lenders, investors, management, etc) * Model fund waterfalls and promote economics for real estate transactions * Develop and ...
Investment Analyst
The Woodlands, TX · On-site
Produce periodic presentations and reports for project stakeholders (i.e. lenders, investors, management, etc) * Model fund waterfalls and promote economics for real estate transactions * Develop and ...
Investment Analyst
The Woodlands, TX · On-site
Produce periodic presentations and reports for project stakeholders (i.e. lenders, investors, management, etc) * Model fund waterfalls and promote economics for real estate transactions * Develop and ...
Investment Analyst
The Woodlands, TX · On-site
Produce periodic presentations and reports for project stakeholders (i.e. lenders, investors, management, etc) * Model fund waterfalls and promote economics for real estate transactions * Develop and ...
Sr. Investment Accountant
Houston, TX · On-site
$100K - $115K/yr
We are looking for an experienced Sr. Investment Accountant to support the accounting and reporting of a public securities portfolio in Houston, Texas. This role works closely with finance and ...
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Sr. Investment Accountant
Houston, TX · On-site
$100K - $115K/yr
We are looking for an experienced Sr. Investment Accountant to support the accounting and reporting of a public securities portfolio in Houston, Texas. This role works closely with finance and ...
Investment Screening Analyst
Houston, TX · Remote
THE ROLE As a Investment Screening Analyst, you will help identify promising markets, companies, products, operators, and investment or growth opportunities. You will turn ambiguous information into ...
New
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Investment Screening Analyst
Houston, TX · Remote
THE ROLE As a Investment Screening Analyst, you will help identify promising markets, companies, products, operators, and investment or growth opportunities. You will turn ambiguous information into ...
New
The Role Working in our Investor Center, you will develop customized financial plans. You will use a wide range of products, services, and Fidelity's planning tools. Your good judgment and keen ...
The Role Working in our Investor Center, you will develop customized financial plans. You will use a wide range of products, services, and Fidelity's planning tools. Your good judgment and keen ...
The Role Working in our Investor Center, you will develop customized financial plans. You will use a wide range of products, services, and Fidelity's planning tools. Your good judgment and keen ...
The Role Working in our Investor Center, you will develop customized financial plans. You will use a wide range of products, services, and Fidelity's planning tools. Your good judgment and keen ...
Private Bank Investment Advisor
Houston, TX · On-site
Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital ...
Private Bank Investment Advisor
Houston, TX · On-site
Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital ...
FutureProof is a joint venture investment platform equally owned by Hanwha Solutions and Hanwha Aerospace and pursue active investments in the fields of battery energy storage systems, LNG ...
FutureProof is a joint venture investment platform equally owned by Hanwha Solutions and Hanwha Aerospace and pursue active investments in the fields of battery energy storage systems, LNG ...
Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital ...
Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital ...
Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital ...
Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital ...
Investment Bank Associate
Houston, TX · On-site
Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital ...
Investment Bank Associate
Houston, TX · On-site
Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital ...
Investment Funds Associate
Houston, TX · On-site +1
$235K - $390K/yr
Summary DLA Piper is seeking a securities lawyer with 3 - 6 years of experience managing structured securities offerings for our Investment Funds Group. We are looking for candidates with strong ...
Investment Funds Associate
Houston, TX · On-site +1
$235K - $390K/yr
Summary DLA Piper is seeking a securities lawyer with 3 - 6 years of experience managing structured securities offerings for our Investment Funds Group. We are looking for candidates with strong ...
Investment Banking Associate
Houston, TX · On-site
Unlike traditional investment banks, Doeren Mayhew Capital Advisors is affiliated with Doeren Mayhew, a top 36th U.S. CPA and advisory firm, helping fuel the deal pipeline and providing additional ...
Investment Banking Associate
Houston, TX · On-site
Unlike traditional investment banks, Doeren Mayhew Capital Advisors is affiliated with Doeren Mayhew, a top 36th U.S. CPA and advisory firm, helping fuel the deal pipeline and providing additional ...
HilltopSecurities is looking to hire an Investment Banker Associate. The Associate will work closely with senior bankers and advisors analyzing and structuring tax-exempt and taxable debt and ...
HilltopSecurities is looking to hire an Investment Banker Associate. The Associate will work closely with senior bankers and advisors analyzing and structuring tax-exempt and taxable debt and ...
Investment information
See Spring, TX salary details
$19.6K - $35.1K
4% of jobs
$35.1K - $50.6K
14% of jobs
$54K is the 25th percentile. Wages below this are outliers.
$50.6K - $66.1K
32% of jobs
The median wage is $66.5K / yr.
$66.1K - $81.5K
18% of jobs
$81.5K - $97K
7% of jobs
$97.4K is the 75th percentile. Wages above this are outliers.
$97K - $112.5K
12% of jobs
$112.5K - $128K
9% of jobs
$128K - $143.5K
4% of jobs
$143.5K - $159K
0% of jobs
$159K - $174.5K
0% of jobs
$174.5K - $190K
0% of jobs
$19.6K
$86.4K
$190K
How much do investment jobs pay per year?
What are the key skills and qualifications needed to thrive as an investment analyst, and why are they important?
What are different investment jobs?
How do investment professionals typically collaborate with other departments within a financial firm?
What is the difference between Investment vs Financial Analyst?
| Aspect | Investment | Financial Analyst |
|---|---|---|
| Required Credentials | Certifications like CFA, Series 7 | CPA, CFA, or related finance degrees |
| Work Environment | Investment firms, asset management, hedge funds | Corporations, banks, consulting firms |
| Employer & Industry Usage | Primarily in investment and asset management | Across finance, corporate, and banking sectors |
| Common Search & Comparison | Yes | Yes |
Investment professionals focus on managing assets, portfolios, and making investment decisions, often working in asset management or hedge funds. Financial Analysts analyze financial data, prepare reports, and support decision-making within companies or banks. While both roles require finance certifications, Investment roles are more client and asset-focused, whereas Financial Analysts support internal financial planning and analysis.

Job description
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026.
PositionA Private Advisor teamwithin ourRockefeller Global Family Officebusinessis seeking a motivated individual to join its growing team as an Investment Analyst. The Investment Analyst will work with team members to assist with all aspects of managing clients' investment portfolios, including gathering and analyzing portfolio data, evaluating managers and investment opportunities, and preparing client materials.
Responsibilities- Assist in portfolio management activities for a broad array of clients, including individuals, trusts, and foundations. Including portfolio construction, manager selection and ongoing portfolio monitoring.
- Provide portfolio data and analytics to assist team with portfolio monitoring and investment decisions. Work with team to create presentations for clients and prospects.
- Assist team in evaluating managers, including suitability for client portfolios.
- Assist in the management of all aspects of client relationships, including trading, reporting, and communication.
- Implement portfolio recommendations/changes to the portfolio, outlining the implementation plan in an organized manner and communicating it to the team (i.e. planned investment dates, dates by which cash raised has to occur to fund an investment, date that any sub docs are due in order to make the investment, etc.).
- Provide client support alongside Client Associates, assisting with day-to-day servicing requests, client inquiries, and follow-up coordination.
- 2-5 years of investment, asset management or financial services experience.
- Strong knowledge and technical experience with tools necessary for research, implementation, and reporting - MS Office suite, specifically Excel and PowerPoint, FactSet, etc.
- Series 7, 66, and CFA, or willingness to obtain if not already licensed.
- Experience in capital markets, portfolio construction and manager analysis.
- Experience working with institutional or high net worth clients.
- Strong analytical and quantitative skills.
- Ability to multi-task, to establish priorities, and to work both independently and within a small team environment with an inherent flexibility to adapt to dynamic client needs/workflow.
- Excellent written and verbal communication skills, attention to detail and strong work ethic.
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
Employment Type: FULL_TIME